PPI members have access to weekly teleconferences and webinars with Thought Leaders and Industry Innovators. These interactive conversations introduce us to cutting edge ideas and emerging best practices for professional advisors serving legacy families and families in business. Not a member? Contact us to request guest access to an upcoming teleconference or join today!
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January 2020
Chris W. Coultas, PhD, Director of Science and Research & Senior Consultant, Leadership Worth Following, LLC
John A. Warnick will host an interactive interview with Chris W. Coultas, PhD, Director of Science and Research & Senior Consultant at Leadership Worth Following, LLC, on the science of personality and it's implications for resilience, ethics, teamwork, conflict, and everything in between.
Find out moreFebruary 2020
Christa Walkden, CPA(ND), MST, TEP, CPA, CA, Senior Vice-President, Advanced Wealth Planning Group, Wellington-Altus Private Wealth Inc.
This session will create awareness of certain pitfalls in basis U.S. estate and gift administration when there is a Canadian beneficiary. Missteps can be costly to the Canadian beneficiary, yet the solutions are relatively straightforward. We will leverage a few real-life scenarios to help illustrate these pitfalls.
Find out moreRicci Mann Victorio, CSP, CPCC, PCC, President, Victorio Consulting
This session will create awareness of certain pitfalls in basis U.S. estate and gift administration when there is a Canadian beneficiary. Missteps can be costly to the Canadian beneficiary, yet the solutions are relatively straightforward. We will leverage a few real-life scenarios to help illustrate these pitfalls.
Find out moreMegan McCoy, Ph.D., LMFT, CFT-I™, Professor of Practice in Personal Financial Planning, Director of Personal Financial Planning Masters Program, Kansas State University
When people hear the term “financial therapy” they tend to think of a mental health professional, but financial therapy is not that at all! Financial Therapy is the understanding that money means more than just numbers to our clients. Financial Therapy can aid financial planners in asking the right questions, fostering trust, financial plan adherence, and truly help their clients reach their future goals, not just the financial goals.
Find out more